Revisiting Ginsberg’s brilliant Nov ’22 tech stock call - says boom not over

Loading player...

Innovative international index fund company Ginsblobal’s South African founder made a very public and as it happens, accurate call back in November 2022. In this interview, we revisit Anthony Ginsberg’s view that the tech wreck was overdone - plus he shares thoughts on what lies ahead for tech stocks, including BizNews model portfolio favourites Nvidia, Palantir and Cloudflare. He spoke to BizNews editor Alec Hogg.

28 Feb 2024 7AM English South Africa Investing · Business News

Other recent episodes

Traditional tracking skills join Kruger National Park’s rhino fight – Alex van den Heever (Tracker Academy)

Rangers are fighting an uphill battle against rhino poaching in South Africa’s Kruger National Park. In the weeks leading up to Christmas, poaching is expected to spike, as it did in 2024. Despite dehorning programmes and stronger arrests, convictions, and prosecutions, 35 rhinos were lost in the first weeks of…

14 Nov 6AM 22 min

Anthony Ginsberg – Trump’s tariffs, SA’s trade gamble and why we’re in the “Dog Box"

South African-born Wall Street veteran Anthony Ginsberg, founder of GinsGlobal, unpacks what Trump’s new trade team really thinks of South Africa, BRICS, and AGOA. From behind-closed-doors insights at the YPO Summit in Los Angeles, Ginsberg tells Alec Hogg why SA’s missing ambassador, misunderstood BEE policies, and Washington’s anti-China pivot could…

14 Nov 7AM 28 min

Director’s Cut: Masterclass in financial sector disruption from Easy Equities founder Charles Savage

In this Director’s Cut, Alec Hogg sits down with EasyEquities CEO Charles Savage to unpack how South Africa is turning a corner — and how his fintech powerhouse is leading the charge. Savage explains why he’s “overwhelmed with optimism” about the economy, reveals EasyEquities’ breakthrough to one million active investors,…

13 Nov 12PM 46 min

BN Briefing: Forecasting 20x growth in a decade - SA’s Champion financial disruptor wants much more

In today’s BizNews Briefing, Alec Hogg speaks with Charles Savage, founder and CEO of Purple Group - the force behind EasyEquities. From humble beginnings with just R2 million in seed capital 11 years ago, the platform has grown into a R4.5 billion success story. Savage shares the X factor behind…

13 Nov 9AM 11 min

Miningweb Weekly: Peter Major – China’s $15bn iron gamble and SA’s 3% inflation shock

From hopes of turning South Africa into “Africa’s Switzerland” to fears over China’s mega mine in Guinea, mining veteran Peter Major joins Alec Hogg for a fiery Miningweb Weekly. They unpack how the Reserve Bank’s bold 3% inflation target could reshape mining, why Eskom and Transnet remain the industry’s biggest…

13 Nov 11AM 34 min

All episodes